Mackenzie Financial
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Mackenzie Financial’s United Bankshares UBSI Stock Holding History

Mackenzie Financial’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,873
Closed -$343K – 1756
2025
Q4 		$343K Sell
8,873
-292
-3% -$10.9K ﹤0.01% 1336
2025
Q3 		$341K Buy
9,165
+956
+12% +$35.6K ﹤0.01% 1365
2025
Q2 		$299K Hold
8,209
– – ﹤0.01% 1400
2025
Q1 		$285K Hold
8,209
– – ﹤0.01% 1392
2024
Q4 		$308K Hold
8,209
– – ﹤0.01% 1372
2024
Q3 		$305K Buy
+8,209
New +$300K ﹤0.01% 1181
2022
Q4 		– Sell
-8,138
Closed -$291K – 1592
2022
Q3 		$291K Sell
8,138
-1,025
-11% -$38.2K ﹤0.01% 1104
2022
Q2 		$321K Buy
9,163
+1,727
+23% +$60.6K ﹤0.01% 1066
2022
Q1 		$259K Buy
7,436
+735
+11% +$26.7K ﹤0.01% 1189
2021
Q4 		$243K Sell
6,701
-734
-10% -$27K ﹤0.01% 1244
2021
Q3 		$270K Buy
+7,435
New +$260K ﹤0.01% 1182

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mackenzie Financial's UBSI Position: Q1 2026 in Review

Mackenzie Financial sold out of United Bankshares (UBSI) in Q1 2026, closing a stake of 8,873 shares — an estimated $343K sold.

Mackenzie Financial first reported a position in UBSI in Q3 2021 and held it in 11 quarters. The position peaked at $343K in Q4 2025. 420 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Mackenzie Financial reported no remaining United Bankshares position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 8,873 United Bankshares shares in Q1 2026, an estimated $343K.
  • Mackenzie Financial first reported a position in United Bankshares in Q3 2021 and held it in 11 quarters.
  • Mackenzie Financial's United Bankshares position peaked at $343K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.